Starts with you
Quoted as part of the team. · When you paste invoices or bank lines.
Invoice matching
Matches pasted vendor invoices to purchase orders and receipts, then queues the mismatches. A person approves every post.
Request a quote for this job- Needs
- Bank, invoice, or receipt lines pasted in chat. Purchase orders you already have.
- Delivers
- Match hypotheses and an exception list for people to work.
- You stay in charge
- Prepare-only. A person approves every post. Connect is optional. It does not pay the vendor.
Used for
Invoice says twelve, the order said ten
The quantities do not match. The worker queues the exception instead of forcing a match. A person decides the commercial bit.
The invoice arrived before the goods
No receipt yet. The worker holds the line on the exception list. A person still posts.
Last month’s PDF again
A duplicate of an invoice you already have. The worker flags it. It does not pay twice.
Forty quiet lines
Most invoices match. The worker marks those as matched so AP only sees the odd ones. People still work the exceptions.
Who does this today
AP or the buyer who currently ticks lines by hand. The person who still opens forty quiet invoices to find three mismatches.
What it does not do
Mismatches stay in a queue. It does not post. It does not pay the vendor.
Related jobs
Bookkeeping
Reads pasted invoices, receipts, or expense lines, matches them to the bank, and prepares the month.
Read more
PDF to ERP
Extracts invoice lines from pasted or attached PDF text and stages them for your ERP.
Read more
Unpaid invoices
Finds unpaid invoices, writes reminders, and flags stuck accounts.
Read more